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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,212 | $138,312-76.7% | $122,979-73.8% | $155,188-79.2% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 11.89% | 22.06%-10.2pp | 20.12%-8.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $1,304 | $3,530-63.1% | $3,062-57.4% | $4,248-69.3% |
| Participant deferral / active EE | $1,589 | $5,592-71.6% | $5,003-68.2% | $6,531-75.7% |
| Admin fee / account holder | $17 | $15,089-99.9% | $12,864-99.9% | $14,480-99.9% |